Company profile
NewGen Wealth Creation, LLC, Registered Investment Advisor
Financial planning as it should be: an affordable coaching model designed to build your wealth.
- Industry
- Financial Services
- Employees
- 1
- Headquarters
- San Juan , PR
- Founded
- 2022
- LinkedIn followers
- 47
- Office locations
- 1
NewGen Wealth Creation, LLC, Registered Investment Advisor company summary
NewGen Wealth Creation, LLC, Registered Investment Advisor is a company in the Financial Services industry, headquartered in San Juan , PR, founded in 2022. On LinkedIn the company has around 1 employees and 47 followers. Its listed specialties include financial planning, young adult wealth coaching, new business planning, career change transition, Starting a new family financial planning.
What technology does NewGen Wealth Creation, LLC, Registered Investment Advisor use?
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About NewGen Wealth Creation, LLC, Registered Investment Advisor
š¼ Short Bio: Natalia Ivanova is the Founder and CEO of NewGen Wealth Creation. With over 10 years of experience in the financial services industry, including her previous tenure at Morgan Stanley, Natalia has dedicated her career to working with travel-loving professionals and entrepreneurs. As an immigrant and Puerto Rico-based world traveler, she uses her extensive background in portfolio design and financial planning to empower others to achieve their financial goals and build a fulfilling life. š Professional Experience & Expertise: - Extensive experience in retirement transition planning for diverse client profiles. - Deep background in developing comprehensive financial plans and complex portfolio analytics. - Specialization in debt optimization strategies, including student loan interest reduction. - Focused on fee transparency and cost-efficient investment management. - Experienced in assisting business owners with the organization and optimization of pension plans. š Client Diversity: NewGen Wealth Creation serves a diverse group of professionals across the United States, including those in software, interior design, education, consulting, and entrepreneurship. We understand the unique financial challenges and opportunities inherent in these fields.
Specialties
Where is NewGen Wealth Creation, LLC, Registered Investment Advisor located?
NewGen Wealth Creation, LLC, Registered Investment Advisor lists 1 location.
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Frequently asked questions about NewGen Wealth Creation, LLC, Registered Investment Advisor
What does NewGen Wealth Creation, LLC, Registered Investment Advisor do?
š¼ Short Bio: Natalia Ivanova is the Founder and CEO of NewGen Wealth Creation. With over 10 years of experience in the financial services industry, including her previous tenure at Morgan Stanley, Natalia has dedicated her career to working with travel-loving professionals and entrepreneurs. As an immigrant and Puerto Rico-based world traveler, she uses her extensive background in portfolio design and financial planning to empower others to achieve their financial goals and build a fulfilling life. š Professional Experience & Expertise: - Extensive experience in retirement transition planning for diverse client profiles. - Deep background in developing comprehensive financial plans and complex portfolio analytics. - Specialization in debt optimization strategies, including student loan interest reduction. - Focused on fee transparency and cost-efficient investment management. - Experienced in assisting business owners with the organization and optimization of pension plans. š Client Diversity: NewGen Wealth Creation serves a diverse group of professionals across the United States, including those in software, interior design, education, consulting, and entrepreneurship. We understand the unique financial challenges and opportunities inherent in these fields.
How many employees does NewGen Wealth Creation, LLC, Registered Investment Advisor have?
NewGen Wealth Creation, LLC, Registered Investment Advisor has around 1 employees on LinkedIn.
Where is NewGen Wealth Creation, LLC, Registered Investment Advisor headquartered?
NewGen Wealth Creation, LLC, Registered Investment Advisor is headquartered in San Juan , PR.
When was NewGen Wealth Creation, LLC, Registered Investment Advisor founded?
NewGen Wealth Creation, LLC, Registered Investment Advisor was founded in 2022.
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